echosonic

I work in showbiz. I have friends in camera departments, and while the reddit user he cherrypicked is spot on in his cost breakdowns, that market of buyer/user is SO niche and SO tiny that Apple would lose money catering any product to them. Pro Camera ops are not the people for whom the Mac Pro was designed. Its pretty clear it was designed for post/video guys, and while I don't begrudge them, I do think Apple is doing a serious disservice to the pro audio/graphics community, a MUCH larger community, by not offering some sort of model thats lean on the video-centric BS. Audio (and still graphics design, for that matter) don't need these ultra-expensive video cards that hold the Pro at 6k per unit minimum. At least having the option to dumb down the GPUs would be nice. They'd sure as hell sell more machines. I just bought a trashcan Mac Pro. 12-core, 64RAM and 1TB SSD. I paid 2k. I'd have happily dropped double that on a new Mac Pro if it had similar specs, and I care not what video card it has.

flydog said:

MacPro said:

Yay!  I'm not counting my chickens and for me, as I bought a long, long time ago, anything over 170 and I am in heaven but I'd love to see AAPL eventually valued at its true worth.

It is valued at its true worth.  The trailing PE for the stock has remained fairly constant over the past 10 years, which means the company is growing at the approximately the same rate as investors predicted.  If the trailing PE had been constantly dropping over time then you would be correct.  A growing PE would mean the opposite, that the stock is being overvalued.

The flaw in your analysis is that like many people you focus only not he PE (low is undervalued, high is overvalued), yet neither is necessarily correct and usually isn't correct.

so what is a perfect PE?  15?  50?  If all things are equal, what PE is the perfect representation/correlation to a company's value?

bluefire1 said:

Apple is a buy, but in my opinion, it won’t be a strong buy until next year when significant  changes to the iPhone will be forthcoming and growth in its new video services will be more fully realized.

Thats why its a "strong buy" right now.  Because by then, you will have missed out on the investment....by the time the video is realized, the stock will already have climbed and you won't have the earning opportunity you have now, when its still only 195.

irnchriz said:

Probably because share price fluctuates based on number of units sold regardless of profits.  By doing this the only metric they are judged on is profit.

Bingo.  F wall street and F the analysts.  Enough of the manipulation and speculation and second guessing from self-important tollbags who don't f--k all about this business.

So....Russia doesn't have enough people/revenue to significantly affect Apple's bottom line, but China does?